Latest News & Analysis

stocks
After earnings, is Microsoft a buy, a sell, or fairly valued?
With third-quarter results surpassing even high-end expectations, here’s what we think of Microsoft stock.
After earnings, is Microsoft a buy, a sell, or fairly valued?
After earnings, is Microsoft a buy, a sell, or fairly valued?
stocks
Albemarle earnings: Shares rally on strong profit growth well above consensus estimates

Albemarle earnings: Shares rally on strong profit growth well above consensus estimates

Albemarle should see sequential profit growth in the second quarter and maintain higher profits through the year.
stocks
Ahead of IPOs, AI giants keep making circular deals. Here’s why that’s a risk - Clone

Ahead of IPOs, AI giants keep making circular deals. Here’s why that’s a risk - Clone

With OpenAI reportedly missing revenue targets, the imbalanced risks of circular deals become clearer.
stocks
Is the relationship between risk and return broken?

Is the relationship between risk and return broken?

Mark and Shani run through Bob Haugen’s research that explores whether lower-volatility stocks outperform higher-volatility stocks over time.
retirement
Unconventional wisdom: Could you increase your retirement spending by 66%?

Unconventional wisdom: Could you increase your retirement spending by 66%?

A major retirement study suggests many retirees could safely spend far more than they do - but fear and uncertainty keep wallets closed.
retirement
We tend to spend less in retirement …

We tend to spend less in retirement …

Studies show that a drop in expenditure during retirement leads to a happier retirement. But when costs ramp up again later in life, it’s a guaranteed income that makes spending more hurt less.
stocks
Ask the Analyst: Why are ASX gold miners overvalued despite a near record gold price?

Ask the Analyst: Why are ASX gold miners overvalued despite a near record gold price?

All that glitters is not gold.
stocks
Chart of the Week: Looking past the oil shock to find consumer opportunities

Chart of the Week: Looking past the oil shock to find consumer opportunities

Shoppers are being hit by double whammy of oil and rising rates.
stocks
ASX data center player sells US assets to bolster balance sheet

ASX data center player sells US assets to bolster balance sheet

Asset sale in response to growing investor concerns.
stocks
Disney earnings: Firm strong on all the most important fronts and poised to accelerate

Disney earnings: Firm strong on all the most important fronts and poised to accelerate

We’ve raised our fair value estimate of Disney stock.
personal-finance
Does money buy happiness?

Does money buy happiness?

Yes - and it's crucial to properly defining your goals.
markets
US stock market outlook: Where to find value after April’s rally

US stock market outlook: Where to find value after April’s rally

Our reallocation strategy is working as intended. Opportunities remain in AI, tech, and small-caps.
personal-finance
The ultimate superannuation EOFY checklist 2026

The ultimate superannuation EOFY checklist 2026

A practical EOFY checklist to avoid costly SMSF mistakes.
stocks
Weak investor sentiment for cheap ASX

Weak investor sentiment for cheap ASX

Earnings growth maintained despite turbulent market conditions.
etfs
Young & Invested: Is your ETF really worth the price you’re paying?

Young & Invested: Is your ETF really worth the price you’re paying?

We’ve devised a new metric to reveal whether your ETF is competitively priced.
markets
Market Minute: Earnings deliver, but inflation threat remains

Market Minute: Earnings deliver, but inflation threat remains

Strong tech results lift markets, but rising oil prices and inflation risks are complicating the outlook.
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